Achieving Your Financial Goals Starts with choosing a Partner whose Interests are aligned with yours.

Strategic Financial & Tax Planning  
Done Differently - Done Right.

Brandon Wren is an Independent Strategic Financial & Tax Planning Consultant.

 

Brandon's career in finance began with Fremont Investment & Loan in 2005. In 2011 he took a position with Crown Wealth Management as the Director of Operations overseeing day to day operations, analysis, and research while completing his CFP understudy. In 2012 he transitioned to Lighthouse Financial Services, a Fee Only Planning firm - as a Financial Planner and during his tenure he eventually was responsible for all Financial Planning, Tax Planning, and Investment Management within the firm. In 2018 he took a position as Vice President - Senior Financial Planner for Key Private Bank where he was responsible for providing all Financial & Tax Planning advice for the Private Banks 300+ High Networth Business Owners and Private Banking Clients in the Oregon & Alaska. Brandon also worked as an Adjunct Professor at the University California Irvine instructing on Tax Planning for the CFP program concurrently.

 

In addition to over 17 years of real world work experience in varying roles and responsibilities, Brandon earned his Bachelor's Degree in Business Management from Pepperdine University in 2008, Personal Financial Planning (PFP) credential from University California Irvine in 2012, and earned his Master’s Degree from the College for Financial Planning in Finance with an emphasis in Financial Statement Analysis in 2015. In 2013 Brandon became a Certified Financial Planner (CFP) and in 2016 he achieved status as an Enrolled Agent (EA-Tax Specialist) with the IRS.

 

Brandon's extensive real world experience, education, and in-depth skill set didn’t occur by happenstance. Brandon’s early banking experience made it glaringly clear that people needed help navigating their personal finances and most of them don’t know where to turn. Brandon purposefully focused his time and energy working on one simple goal - having the right combination of education and experience to provide the best objective Financial and Tax Advice available.    Brandon’s goal now is to help as many people and business owners make informed financial and tax decisions, answering their questions, and building customized strategic plans in order to put his clients in the strongest financial & tax position possible.  This process involves client education while concurrently creating customized strategic plans that are comprehensive yet simple to understand and execute. 

 

Outside of work, Brandon, his wife Rhea, and their two boys, Connor & Grayson, spend a lot of time exploring the Pacific Northwest, camping, boating, and coaching sports (Baseball & Wrestling). Brandon and family have placed roots in the Pacific Northwest area and continue to deepen connections within the community.